Global Head of Consultants
Core
Design and execute a global partnership strategy with investment and operational consultant firms to position Clearwater's SaaS platform as a top-of-mind solution for insurance companies, asset managers, and asset owners.
Role type
Senior strategic partnerships leader (consultant relations)
Builds
Global consultant engagement framework and advocacy programs
Domain
Fintech / Investment Management / Insurance
Deliverable
client delivery
Required skills
Global relationship management, strategic partnership development, RFP pipeline management, cross-functional collaboration, market intelligence, event leadership
Preferred skills
Existing network within global investment consulting community (e.g., Mercer, Callan, Albourne)
Technologies
SaaS platforms, investment accounting systems, data aggregation tools
Responsibilities
Create and implement a global consultant engagement framework, act as primary technical and strategic ambassador to consultants, manage RFP pipeline to increase win rates, partner with Sales and Product teams, monitor evolving needs of asset managers and insurance providers, represent the company at industry conferences
Seniority
Senior, hands-on IC with strategic scope
